Weekly business breakdowns delivered by a Silicon Valley senior finance executive. Join investors, visual thinkers, and data-driven professionals.
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2024-09-07 20:00:49
AVGO, NIO, HPE, IOT, DOCU, GTLB, PATH, HQY, SMAR, ASAN, AI
2024-09-01 22:01:10
Get the quick insights on your favorite companies
2024-08-31 22:01:21
CRM, PDD, CRWD, LOW, DELL, TGT, VEEV, ADSK, HPQ, LULU, BBY, MDB, OKTA, NTNX, CHWY, BIRK, ESTC, S
2024-08-30 20:01:21
Demand for Blackwell is "incredible" but questions remain
2024-08-27 20:01:22
Zuck breaks down why the AI infrastructure race is unavoidable
2024-08-24 22:01:52
HD, INTU, ADI, PANW, SNOW, SNPS, WDAY, NTES, ZM, PTON
2024-08-17 22:01:54
WMT, TCEHY, BABA, AMAT, CSCO, NU, SE, JD, ADYEY, DDOG, ONON, MNDY, Z, NYT, GLBE, STNE, DLO, SEMR
2024-08-16 20:02:06
AI favorites, UnitedHealth, and a new spin-off
2024-08-13 20:02:59
Quantifying the potential impact on big tech and beyond
2024-08-10 22:02:04
LLY, NVO, CVX, AMGN, UBER, SONY, MDLZ, SHOP, GSK, ABNB, PLTR, OXY, FTNT, HLT, TTD, CPNG, YUM, GPN, TTWO, HUBS, QSR, EXPE, HOOD, DT, TOST, CYBR, TWLO, RDDT, CART, DUOL, LYFT, TRIP, DCBO
2024-08-09 20:00:57
Unpacking the latest quarter and subscriber trends
2024-08-03 22:02:16
AAPL, META, MA, PG, MRK, AMD, TMUS, QCOM, MCD, PFE, ARM, INTC, BKNG, LRCX, BA, ANET, SBUX, MELI, RACE, MAR, PYPL, COIN, TEAM, KHC, EA, SQ, PINS, SNAP, MTCH, PAYC, ROKU, SOFI, ETSY, TDOC, TLRY
2024-08-01 20:00:49
Get the quick insights on your favorite companies
2024-07-27 22:01:47
V, LVMH, ABBV, SAP, AZN, KO, TXN, IBM, VZ, TTE, CMCSA, NOW, T, UPS, LMT, SNY, CDNS, STLA, CMG, GM, F, SPOT, ALGN, LUV, APPF, AAL